June 4th, 2026
You can now generate a document from a template, send it to a contact for electronic signature, and have the signed copy filed automatically against the right record. The whole renewal-by-signature loop now happens inside Expiration Reminder.
What you can do:
Build reusable contract templates with merge fields that pull in contact, company, item, and expiration details automatically.
Send a signature request from an expiration item or from the Signatures page, preview the resolved document, and email a signing link to a contact.
Track every request by status (Pending, Signed, Declined, Expired) and open the signed PDF, with a timestamped audit trail for each envelope.
Find it under Documents in the left menu, split into Contract Templates and Signatures. When a document is signed, the PDF is filed back to the expiration item, linked to the related contacts, and the expiration date is renewed automatically. Existing items, contacts, and documents are untouched.
May 26th, 2026
You can now plan, run, and document toolbox talks and safety briefings directly in Expiration Reminder, with attendee sign-in, electronic signatures, and a full audit trail per meeting.
What you can do:
Schedule meetings with a date, time, duration, location, shift, and facilitator, then pick attendees from your contact list (filter by tag or location to add a crew at once).
Build meeting content three ways: write it yourself, upload a PDF (for example, an SDS or an OSHA bulletin), or generate a starter draft with AI based on the topic.
Run a sign-in kiosk on a shared tablet or laptop at the meeting. Each attendee taps their name, signs on screen, and you watch the signature count climb in real time.
Track attendance with four states (Expected, Signed, Not Attended, Excused) and reasons, then move the meeting through Draft, Scheduled, In Progress, Pending Signatures, and Completed.
Reuse content across meetings with a Topics library, and pull five standard reports: Attendance, Completion by Site, Compliance Gap, Employee History, and Topic Coverage.
Look for Safety Meetings in the main navigation. The Kiosk button is on the index and on each meeting's detail page.
Conductor reminders fire one hour before each scheduled meeting, unsigned-meeting reminders go to attendees once a meeting moves to Pending Signatures, and admins get a completion alert when a meeting closes out.
Safety Meetings is a plan-gated module. If you do not see it in your menu, contact your account manager.
May 22nd, 2026
The new Document Library brings every certificate, license, COI, policy, and training record into one organized place in Expiration Reminder, with folders, expiration tracking, and direct links to the people and records they belong to.
What you can do:
Upload documents (PDF, Word, Excel, PowerPoint, images, CSV, TXT) with drag-and-drop and multi-file support
Organize files into folders and sub-folders (up to 5 levels deep), with breadcrumb navigation
Bookmark documents you reference often and switch between All, Bookmarked, and Archived tabs
Filter by expiration date, last modified, file format, tags, or uploaded by
Link a document to one or more contacts, expiration items, policies, companies, locations, equipment, or vehicles
Generate a QR code for any document so field staff can pull it up on a phone
Preview PDFs and images directly in the browser, with an Edit view for renaming, replacing the file, updating the description, and managing tags
You will find it in the main navigation under Documents. All attachments you previously uploaded against records (contacts, expiration items, policies, and others) are already part of the library, with their original links intact.
If you delete a folder, its documents and sub-folders are automatically moved up to the parent folder rather than removed, so nothing gets lost by accident.
May 17th, 2026
We've shipped a major update. The new version is significantly faster, works on any device, and includes several features customers have been requesting.
New in this release:
Faster performance across the entire app
Responsive interface for mobile and tablet
Document library for centralized compliance document storage
Electronic signatures
Vehicle and equipment assignment
Redesigned mailbox
Redesigned SMS inbox
Standard reports
All your data, settings, users, and integrations carried over exactly as they were.
New to the redesigned interface? Open the help menu (the ? icon) for a short training video.
October 8th, 2025
Expiration Reminder is introducing a NEW compliance feature that helps users quickly track Document Type compliancy at-a-glance!
Click on ‘Compliance’ in your top menu, then ‘Document Type Compliance’.
You can now see a full list of all your account’s Document Types, along with how many expiration items within each Document Type are currently in an ACTIVE status versus an INACTIVE status.
Furthermore, if you click on ‘View Compliance’ for each Document Type, you can see a pie chart that provides both a visual of active vs. inactive expiration items with that Document Type, but also a percentage of each status.
ACTIVE status is any expiration item that is currently in an up-to-date, no expiration, not applicable, or near expiry status. INACTIVE is anything that is expired, missing, or on hold.
This is a great report that shows users where they may need to concentrate their efforts for compliancy purposes!
May 29th, 2025
Improved
We're excited to announce that Vehicles can now be included in the Roadmaps compliance feature! 🎉
With this enhancement, you can track compliance items for your fleet alongside other entities like Employees and Vendors. This helps ensure a centralized view of upcoming and overdue compliance requirements — such as licenses, registrations, emissions tests, and inspections — all in one place.
What’s new:
Vehicles now appear as a selectable category when creating or editing a Roadmap.
You can assign compliance items to Vehicles just like you do for People or Vendors.
Vehicles added to compliance tracking will have the Roadmaps section available in their overview page
🔒 Availability: This feature is available on Standard, Business, Professional, and Enterprise plans.
📘 Learn more about how Roadmaps work in our help article.
April 14th, 2025
We’ve just launched a new Global Search feature to make it easier than ever to find what you need across your Expiration Reminder account—especially helpful for teams using Workspaces.
🔍 What is Global Search?
Global Search allows you to search across your entire account from one place. Whether you're looking for an expiration item, a contact, or a file, Global Search helps you locate it quickly—with useful details at a glance.
Key Features:
Search everything in one place – Expiration items, contacts, locations, companies, vehicles, equipment, messages, notes, files, and reports
View key info at a glance – See creation date, expiration date, and status (where applicable)
Filter by Workspace – You can search within your current workspace or across a different workspace without switching views—for example, you can search items in "Building and Permits" while working from "Employee Certifications"
Sort by relevance – Easily find the most relevant results first
Simple category filtering – Choose what types of records to include in your search with clickable tags
✅ Available to All Plans
Global Search is included in all subscription plans, so you can start using it right away—no upgrade needed!
Review our quick video below to get a taste of what’s possible with our new search feature!
April 9th, 2025
We've enhanced our Audit Log functionality to give you more detailed visibility into changes made across your account.
What’s new:
Property-level tracking: Changes to an item's properties will now create a detailed log entry.
Initial values for new entities: When a new record is added, the log will show the initial values of all fields.
Entity-related changes included: Actions like adding a file, assigning a location, or linking related entities will now be logged as well.
These enhancements are now available for the following entities:
Expiration Items
Contacts
Companies
Locations
Equipment
Vehicles
Document Types
Files
Notes
Inbox Messages
To view field-specific updates, simply click the “Details” link on the right-hand side of the audit log entry.
If you have any questions or need help interpreting the changes or log details in your account, feel free to reach out to our support team — we're happy to help!
April 3rd, 2025
New
We’ve added a Recycling Bin to make it easier to recover accidentally deleted items in your account!
You can now restore the following items within 30 days of deletion:
Expiration Items
Contacts
Companies
Locations
Vehicles
Equipment
To access the Recycling Bin, navigate to your account settings menu and select "Recycle Bin" from under the “Manage” heading. From there, you’ll be able to view and restore any eligible deleted items. 👍
This feature is designed to give you and your team peace of mind when managing your data—because mistakes happen, and now recovery is just a click away!
Let us know if you have any questions—we’re excited to bring you this update!
February 3rd, 2025
Seamlessly manage expiration items with your BambooHR data.
We’re thrilled to announce our new integration with BambooHR, making it easier than ever to manage your expiration items alongside your employee data!
With this integration, you can streamline processes and ensure that your team stays on top of important dates.
Ready to get started? Check out our help article on how to integrate BambooHR and start maximizing your account today!